MATTHEW HAEFNER, CFP®
Partner & Senior Advisor
Matt advises multiple generations of client families and helps them build wealth strategies designed for long term success and peace of mind. What he enjoys most is helping clients establish dynamic, balance sheet-based strategies to enable optimal decisions and successful outcomes in an uncertain world.
Matt joined Monograph in 2016. In the six years prior, he was a Vice President at Oakwood Capital Management, where he instituted the firm’s financial planning process, and he also served as a Relationship Manager at Credit Suisse Private Banking, advising high net worth families, and linking the firm’s investment banking, lending, and trust and estate planning capabilities.
Matt received his bachelor’s degree from the University of Pennsylvania, where he played varsity soccer. Post college he played professional soccer in the MLS. Matt acquired his MBA from USC’s Marshall School of Business and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Matt lives in Redondo Beach with his wife, Tracy, and children, Ellie & Evan. He enjoys spending time with family and friends, is an avid golfer, drummer, a lover of music, and a passionate fan of his hometown Buffalo professional sports teams.
O: 310.496.7377
E: matt@mgwealth.com
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.